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Bristol-Myers Squibb

2,372 hedge funds and large institutions have $91B invested in Bristol-Myers Squibb in 2023 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 774 increasing their positions, 1,182 reducing their positions, and 180 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,372
Holders Change
-92
Holders Change %
-3.73%
% of All Funds
37.82%
Holding in Top 10
42
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.55%
% of All Funds
0.67%
New
118
Increased
774
Reduced
1,182
Closed
180
Calls
$2.31B
Puts
$1.8B
Net Calls
+$506M
Net Calls Change
+$74.6M
Name Holding Trade Value Shares
Change
Shares
Change %
NCM
1976
Novare Capital Management
North Carolina
$260K -$10.9K -188 -4%
LJHT
1977
Laurie J. Hall Trustee
$259K -$5.81K -100 -2%
WCM
1978
Wedge Capital Management
North Carolina
$259K -$27.6M -475,562 -99%
SFP
1979
Sandbox Financial Partners
Maryland
$258K -$73.7K -1,269 -22%
TIA
1980
Tiemann Investment Advisors
California
$258K
WF
1981
Wayfinding Financial
Washington
$258K -$16.9K -292 -6%
C
1982
Covestor
United Kingdom
$258K +$58.5K +1,012 +29%
WWM
1983
Windsor Wealth Management
Indiana
$257K -$5.56K -96 -2%
NFP
1984
Narus Financial Partners
Utah
$256K -$6.79K -117 -3%
IA
1985
IFG Advisory
Georgia
$256K +$256K +4,406 New
WWP
1986
WR Wealth Planners
Missouri
$256K +$232 +4 +0.1%
AWA
1987
Authentikos Wealth Advisory
California
$255K -$406 -7 -0.2%
EBT
1988
Enterprise Bank & Trust
Massachusetts
$254K +$21.1K +364 +9%
CSS
1989
Cubist Systematic Strategies
Connecticut
$254K -$45.8M -788,858 -99%
SAM
1990
SignalPoint Asset Management
Missouri
$254K -$232 -4 -0.1%
BOSSRA
1991
B.O.S.S. Retirement Advisors
Utah
$253K +$34.2K +589 +16%
GCA
1992
Gradient Capital Advisors
California
$252K -$28.3K -488 -10%
GITFIT
1993
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$251K +$77K +1,500 +44%
FCP
1994
Fidelis Capital Partners
Florida
$251K -$117K -2,014 -32%
RTC
1995
Riverview Trust Company
Washington
$251K -$14.2K -244 -5%
FSA
1996
Financial Security Advisor
Virginia
$251K +$251K +4,317 New
WAG
1997
Winthrop Advisory Group
Massachusetts
$251K -$3.02K -52 -1%
SHA
1998
Seneca House Advisors
Virginia
$250K +$3.4K +60 +1%
LFG
1999
Larson Financial Group
Missouri
$250K +$19.3K +333 +8%
WA1
2000
Wimmer Associates 1
California
$250K